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Our View

On the latest financial trends and news.

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What is CDIC Insurance? Thumbnail

What is CDIC Insurance?

There are many reasons why keeping your money in a bank is better than under a mattress or in an old coffee can buried in your backyard. But, one of the biggest is the Canada Deposit Insurance Corporation’s (CDIC) deposit insurance.

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AI in financial advising – Can I use AI as a financial advisor? Thumbnail

AI in financial advising – Can I use AI as a financial advisor?

Suddenly, computers are writing blog posts, code, novels, and more. Seemingly overnight, AI is poised to take over every desktop profession – even financial advising. As a result, we’ve received many questions from clients about whether this new technology can deliver financial planning advice as good as – or even better than – humans.

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